Barrett & Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Barrett & Company’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.9K	Hold	778	–	–	0.02%	261
2026 Q1	$84.8K	Hold	778	–	–	0.03%	230
2025 Q4	$85.7K	Hold	778	–	–	0.03%	224
2025 Q3	$86.7K	Hold	778	–	–	0.03%	226
2025 Q2	$85.3K	Hold	778	–	–	0.03%	230
2025 Q1	$84.6K	Hold	778	–	–	0.04%	212
2024 Q4	$83.1K	Hold	778	–	–	0.04%	214
2024 Q3	$87.9K	Buy	778 +123	+19%	+$13.6K	0.04%	210
2024 Q2	$70.2K	Hold	655	–	–	0.03%	227
2024 Q1	$71.4K	Hold	655	–	–	0.03%	234
2023 Q4	$72.5K	Sell	655 -47	-7%	-$4.89K	0.04%	218
2023 Q3	$71.7K	Hold	702	–	–	0.04%	215
2023 Q2	$76K	Hold	702	–	–	0.04%	216
2023 Q1	$77K	Hold	702	–	–	0.05%	208
2022 Q4	$74.1K	Hold	702	–	–	0.05%	199
2022 Q3	$74.1K	Buy	+702	New	+$77.4K	0.05%	199

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Barrett & Company's LQD Position: Q2 2026 in Review

Barrett & Company held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 778 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #261.

Barrett & Company first reported a position in LQD in Q3 2022 and has held it in 16 quarters since. The position peaked at $87.9K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Barrett & Company held 778 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $84.9K as of Q2 2026.
Barrett & Company left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #261 holding.
Barrett & Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $87.9K in Q3 2024.
1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.